How to generate Form 4852 in ProSeries

This article will assist you with generating Form 4852, Substitute for Form W-2, Wage and Tax Statement, or Form 1099R, Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRA's Insurance Contracts, Etc., in the Individual return.

How do I generate Form 4852 in the program?

If you're substituting Form W-2:

1. Go to the W-2 Worksheet.
2. Complete the Employer information and lines 1-20 with as much information as possible for the tax return to be correct.
3. Scroll down to Part IV - Substitute for Form W-2.
4. On line 1a double click in the field to bring up the Select Form 4852: Substitute Form W-2, 1099-R selection screen.
5. If you've already created a 4852, select it from the list. If you have not created a 4852 enter a description and select Link.
6. Enter the Explain how substitute W-2 amounts were determined on 1b.
7. Enter the Explain efforts to obtain Form W-2 on 1c.
8. The 4852 will generate automatically based on these entries.

If you're substituting Form 1099-R:

1. Go to the 1099-R Worksheet.
2. Complete the Payer information and lines 1-19 with as much information as possible for the tax return to be correct.
3. Scroll down to the table below line 19-2.
4. On line A double click in the field to bring up the Select Form 4852: Substitute Form W-2, 1099-R selection screen.
5. If you've already created a 4852, select it from the list. If you have not created a 4852 enter a description and select Link.
6. Enter the Explain how substitute 1099-R amounts were determined on B.
7. Enter the Explain efforts to obtain Form 1099-R on C.
8. The 4852 will generate automatically based on these entries.